Crete Professionals Alliance

Senior Associate, Finance Transformation

Crete Professionals Alliance

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $90,000 - $108,000 per year

Job Level

Senior

About the role

  • Support the design and implementation of a standardized, best-practice cash operations process for deployment across the member firm network
  • Conduct current-state assessments of cash operations practices at member firms and identify opportunities for improvement
  • Build out comprehensive implementation toolkits including SOPs, templates, training materials, and key performance metrics
  • Partner directly with member firm teams to drive adoption and ensure successful rollout
  • Track and measure impact on cash conversion cycles and Days Sales Outstanding (DSO) across the network
  • Work cross-functionally across the Finance & Accounting function to conduct current-state assessments and gap analyses, identifying opportunities to implement best practices
  • Contribute to the development and maintenance of a comprehensive SOP library, working directly with task owners to ensure documentation is accurate, standardized, and complete
  • Play an active, hands-on role in the implementation and build-out of new financial systems and tools
  • Support end-user adoption across the Finance & Accounting team through training, documentation, and ongoing support
  • Identify opportunities to leverage automation and AI-driven solutions to eliminate manual effort and improve data accuracy
  • Collaborate with operational teams across the organization to ensure the Finance & Accounting function is aligned with firm-level initiatives and changes
  • Partner with firm stakeholders to enhance financial reporting and metrics, delivering timely and actionable insights that support better business decision-making
  • Support multiple concurrent transformation workstreams, managing assigned tasks with clear timelines and accountability
  • Anticipate roadblocks and take initiative to resolve issues before they escalate
  • Prepare project updates and materials for senior leadership

Requirements

  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 3–5 years of experience in finance or accounting, preferably within a large corporate, shared service center, or high-growth environment
  • A doer mentality — you take ownership, execute with urgency, and don't wait to be told what to do next
  • Demonstrated ability to document processes and develop clear, user-friendly SOPs
  • Curiosity and enthusiasm for AI, automation, and emerging finance technologies
  • Strong organizational skills with the ability to manage competing priorities in a fast-paced environment
  • Strong communication and interpersonal skills; comfortable working across teams and levels of the organization
  • Proficiency in Microsoft Office Suite; exposure to tools such as NetSuite, Numeric, Trovata, Databricks, Notion, or similar platforms a plus.
Benefits
  • Offers Bonus 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash operationscurrent-state assessmentsgap analysesSOP developmentfinancial systems implementationautomationAI-driven solutionsfinancial reportingkey performance metricsdata accuracy
Soft Skills
ownershipexecution with urgencyorganizational skillscommunication skillsinterpersonal skillscuriosityenthusiasmproblem-solvinginitiativetime management
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in Business